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CFC STANBIC
wanyina
#1 Posted : Tuesday, August 24, 2010 9:59:38 AM
Rank: Member


Joined: 4/1/2008
Posts: 141
My potfolio planner at D&B mentioned to me about the merger of CFC with an insurance company.Also she said that the deal will be 1 share free in every 2 held.Sound like a deal though i dont have details to support the claim.......Any one with any information.......>???
qw25041985
#2 Posted : Tuesday, August 24, 2010 10:06:54 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Ati u hav a portfolio planner ? Eeeeeeh !!!lucky u .so u are a local high net worth client ? Some of my investment strategies bytheway ar so kiyenyeji that my broker sometyms rejects !!!
Your future depends on your dreams so go to sleep !
2012
#3 Posted : Tuesday, August 24, 2010 10:19:17 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
qw25041985 wrote:
Some of my investment strategies bytheway ar so kiyenyeji that my broker sometyms rejects !!!

Laughing out loudly Laughing out loudly
Yet you offer wazuans here the same strategies


BBI will solve it
:)
subaru
#4 Posted : Tuesday, August 24, 2010 10:34:24 AM
Rank: Member


Joined: 3/15/2010
Posts: 391
Location: nairobie
@ qw your broker aint bad if they even reject your strategies some of us make bad deals very easily
mukiha
#5 Posted : Tuesday, August 24, 2010 12:05:04 PM
Rank: Elder


Joined: 6/27/2008
Posts: 4,114
wanyina wrote:
My potfolio planner at D&B mentioned to me about the merger of CFC with an insurance company.Also she said that the deal will be 1 share free in every 2 held.Sound like a deal though i dont have details to support the claim.......Any one with any information.......>???

First it is NOT a merger. It is a separation, or a de-merger.

Secondly, it is not one insurance company involved, but two.... and a third one joining the game.

The insurance companies in question are CFC Life and Heritage. These have been subsidiaries of CFC Bank since the early /mid 1990s.

The deal that has been on the table for about a year now is to form a new company called CFC Insurance Holdings and to transfer all the shares held by CFC Stanbic in the two insurance companies to this new CFC-IH.

To compensate the shareholders of CFC Stanbic, they will be issued with one share of CFC-IH for every one of CFCStanbic owned.

the plan was approved by CFC Stanbic shareholders at the EGM held on 9th August.

In the end, CFC Stanbic will no longer own CFC LIfe and Heritage Insurance. These will now belong to CFC-IH which will be owned directly by the current shareholders of CFC Stanbic....and Liberty Life of SA who will buy their shares by injecting capital into CFC-IH.

If your portfolio planner can't explain it; fire her and get yourself a new one!!!!
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
msimon
#6 Posted : Tuesday, August 24, 2010 4:21:11 PM
Rank: New-farer


Joined: 8/23/2010
Posts: 63
Location: Kampala
mukiha wrote:
wanyina wrote:
My potfolio planner at D&B mentioned to me about the merger of CFC with an insurance company.Also she said that the deal will be 1 share free in every 2 held.Sound like a deal though i dont have details to support the claim.......Any one with any information.......>???

First it is NOT a merger. It is a separation, or a de-merger.

Secondly, it is not one insurance company involved, but two.... and a third one joining the game.

The insurance companies in question are CFC Life and Heritage. These have been subsidiaries of CFC Bank since the early /mid 1990s.

The deal that has been on the table for about a year now is to form a new company called CFC Insurance Holdings and to transfer all the shares held by CFC Stanbic in the two insurance companies to this new CFC-IH.

To compensate the shareholders of CFC Stanbic, they will be issued with one share of CFC-IH for every one of CFCStanbic owned.

the plan was approved by CFC Stanbic shareholders at the EGM held on 9th August.

In the end, CFC Stanbic will no longer own CFC LIfe and Heritage Insurance. These will now belong to CFC-IH which will be owned directly by the current shareholders of CFC Stanbic....and Liberty Life of SA who will buy their shares by injecting capital into CFC-IH.

If your portfolio planner can't explain it; fire her and get yourself a new one!!!!


mukiha...well put. My only worry is the investors that are bidding CFC to that point. we dont know the value of the insuarance portioon of the business as its still a double entity. My intrinsic value estimate for CFC based on last year earnings is about 70-65/- and if i factor in forward values upto december 2010, it comes to between 75-70 on a conservative basis. I cant bid CFC at this rate. I'll just wait for the details of the spin off and i'll be looking for separate financials for the Insurance business. But i just hope investors are not placing alot of emphasis on an empty assumption for the current CFC market valuations. If shorting was allowed, at that rate, i might short it. And long the Insurance business!
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